How big is KOAM Engineering Systems, Inc.'s plan?

KOAM Engineering Systems, Inc.'s plan reported $20.3M in assets and 152 participants for 2024.

Original filing (PDF)20251009114501NAL0015972306001

KOAM Engineering Systems, Inc.

Name: KOAM Engineering Systems, Inc. — KOAM Engineering, Form 5500 (2024)
Creator: KOAM Engineering Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KOAM Engineering Systems, Inc. Retirement Savings Plan

401(k) retirement plan · KOAM Engineering Systems, Inc.'s KOAM Engineering Systems, Inc. Retirement Savings Plan held $20.3M in plan assets for 152 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

152

Accounts w/ balance

334

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

People on this filing

Erica Tofson signed KOAM Engineering Systems, Inc.'s 2024 Form 5500 as plan administrator.

Erica Tofson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KOAM Engineering Systems, Inc.'s EIN is 33-0771394.

EIN 33-0771394

Plan number 001

Plan year 2024

ACK ID 20251009114501NAL0015972306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KOAM Engineering Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KOAM Engineering Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOAM ENGINEERING SYSTEMS, INC..

Finding similar companies…

How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

KOAM ENGINEERING SYSTEMS, INC.

EIN

all filings

Address

7807 CONVOY COURT · SUITE 200 · SAN DIEGO, CA · 92111

Phone

(858) 292-0922

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

48 direct securities· $20.0M(99% of reported assets)

Other securities

$18.3M

41 holdings

Common Collective Trusts

$962K

1 holding

Common Stocks

$580K

4 holdings

Mutual Funds

$98K

2 holdings

					% of plan
AmFds 2055 TrgtDtRtrmt Mutual Fund	Other securities	—	—	$2.2M	10.8%
AmFds 2035 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$2.2M	10.7%
AmFds 2045 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$1.5M	7.2%
AmFds 2040 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$1.4M	7.1%
Virtus Tech Inst Mutual Fund	Other securities	—	—	$1.4M	7.0%
AmFds 2030 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$1.0M	5.2%
TRowePR Comm Tech Mutual Fund	Other securities	—	—	$1.0M	5.1%
AmFds 2050 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$1.0M	5.0%
AmFds 2025 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$1.0M	5.0%
Vngrd 500 Index Fd AS Mutual Fund	Common Collective Trusts	—	—	$962K	4.7%
AmFds Am Bal R6 Mutual Fund	Other securities	—	—	$770K	3.8%
TRowePr Hlth Scnc Mutual Fund	Other securities	—	—	$607K	3.0%
BlkRk Hlth Scnc Oppr Inst Mutual Fund	Other securities	—	—	$523K	2.6%
AmFds 2060 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$467K	2.3%
TRowePr Scnc Tech Mutual Fund	Other securities	—	—	$379K	1.9%
Vngrd Mid-Cap Indx Fd AS Mutual Fund	Other securities	—	—	$308K	1.5%
FidAdv New Insights I Mutual Fund	Other securities	—	—	$253K	1.2%
Vngrd Eq Inc Inv Mutual Fund	Common Stocks	—	—	$233K	1.1%
AmFds 2065 TrtDtRtrmt R6 Mutual Fund	Other securities	—	—	$229K	1.1%
AmFds 2020 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$225K	1.1%
JnsHndrsn Entrp I Mutual Fund	Other securities	—	—	$211K	1.0%
AmFds AMCAP R6 Mutual Fund	Other securities	—	—	$180K	0.9%
NW FXD SEL OPTN Insurance Company General Account	Common Stocks	—	—	$177K	0.9%
Vngrd Sm Cap Indx Fd AS Mutual Fund	Other securities	—	—	$157K	0.8%
JPM Cor Pls Bd R6 Mutual Fund	Other securities	—	—	$147K	0.7%
Vngrd Hlth Care Inv Mutual Fund	Other securities	—	—	$131K	0.6%
AmFds Wshngtn Mut Inv R6 Mutual Fund	Other securities	—	—	$120K	0.6%
AmFds Cap Wld Gr Inc R6 Mutual Fund	Common Stocks	—	—	$114K	0.6%
Vngrd Explr Inv Mutual Fund	Other securities	—	—	$107K	0.5%
Okmrk Intl I Mutual Fund	Other securities	—	—	$104K	0.5%
Col Hi Yld Bd Inst 2 Mutual Fund	Other securities	—	—	$103K	0.5%
AmFds New Wld R6 Mutual Fund	Other securities	—	—	$101K	0.5%
PIMCO Inc Inst Mutual Fund	Mutual Funds	—	—	$95K	0.5%
Vngrd RealEst Indx Adml Mutual Fund	Other securities	—	—	$77K	0.4%
Diamond Hill Mutual Fund	Other securities	—	—	$72K	0.4%
Allspr Spec MdCap Val Inst Mutual Fund	Other securities	—	—	$66K	0.3%
Vngrd St Bd Indx Adml + Mutual Fund	Other securities	—	—	$64K	0.3%
De Ivy Hi Inc I Mutual Fund	Common Stocks	—	—	$56K	0.3%
Vngrd Ttl Stmkt Indx Fd As Mutual Fund	Other securities	—	—	$42K	0.2%
AmFds 2015 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$26K	0.1%
Vngrd Trgt Rtrmt 2040 Inv Mutual Fund	Other securities	—	—	$14K	<0.1%
AmFds 2010 TrgtDtRtrmt R6 Mutual Fund	Other securities	—	—	$11K	<0.1%
BlkRk Infl Prtct Bd K Mutual Fund	Other securities	—	—	$11K	<0.1%
Harbor Intl Inst Mutual Fund	Other securities	—	—	$10K	<0.1%
Fed Hrms Gov Oblgtns Prmr Mutual Fund	Other securities	—	—	$9K	<0.1%
Virtus Crdex MdCpValEq I Mutual Fund	Other securities	—	—	$7K	<0.1%
Fid Govt MnyMkt K6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
HW MdCap Val I Mutual Fund	Other securities	—	—	$2K	<0.1%